Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Cardinal Health
CAH
$36B
| $40M | 0.05% |
555,727
-814,778
| -59% | -$58.6M |
|
377
Constellation Brands
STZ
$25.8B
| $39.9M | 0.05% |
260,560
-614
| -0.2% | -$94.1K |
|
378
RPM International
RPM
$15.8B
| $39.9M | 0.05% |
741,835
-1,347
| -0.2% | -$72.5K |
|
|
ALXN
379
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $39.9M | 0.05% |
326,273
-1,546
| -0.5% | -$189K |
|
380
Prestige Consumer Healthcare
PBH
$3.29B
| $39.7M | 0.05% |
762,362
-532
| -0.1% | -$27.7K |
|
|
VRE
381
Veris Residential
VRE
$1.47B
| $39.2M | 0.05% |
1,349,954
+43,320
| +3% | +$1.26M |
|
|
WWAV
382
DELISTED
The WhiteWave Foods Company
WWAV
| $39.2M | 0.05% |
704,378
+6,431
| +0.9% | +$358K |
|
383
Crane NXT
CXT
$3.49B
| $39.1M | 0.05% |
541,673
-26,861
| -5% | -$1.94M |
|
384
Hubbell
HUBB
$22.8B
| $38.9M | 0.05% |
333,138
+4,866
| +1% | +$568K |
|
385
Southwest Gas
SWX
$5.71B
| $38.8M | 0.05% |
506,408
+10,427
| +2% | +$799K |
|
386
Electronic Arts
EA
$42B
| $38.7M | 0.05% |
491,554
+14,820
| +3% | +$1.17M |
|
387
Intuitive Surgical
ISRG
$158B
| $38.7M | 0.05% |
61,001
-126
| -0.2% | -$79.9K |
|
388
Weyerhaeuser
WY
$17.9B
| $38.5M | 0.05% |
1,280,283
-21,899
| -2% | -$659K |
|
389
Alaska Air
ALK
$7.21B
| $38.5M | 0.05% |
434,116
-33,858
| -7% | -$3M |
|
390
Allstate
ALL
$53.9B
| $38.5M | 0.05% |
518,984
-5,343
| -1% | -$396K |
|
|
LLL
391
DELISTED
L3 Technologies, Inc.
LLL
| $38.4M | 0.05% |
252,506
+99,418
| +65% | +$15.1M |
|
|
HAR
392
DELISTED
Harman International Industries
HAR
| $38.3M | 0.05% |
344,788
-179,727
| -34% | -$20M |
|
393
Huntington Ingalls Industries
HII
$10.6B
| $38.3M | 0.05% |
207,852
-125,796
| -38% | -$23.2M |
|
394
Caleres
CAL
$505M
| $38.2M | 0.05% |
1,165,238
+26,760
| +2% | +$878K |
|
|
UMPQ
395
DELISTED
Umpqua Holdings Corp
UMPQ
| $38M | 0.05% |
2,022,480
+326,965
| +19% | +$6.14M |
|
396
Fiserv
FI
$74.3B
| $37.9M | 0.05% |
356,366
-24,932
| -7% | -$2.65M |
|
|
ATVI
397
DELISTED
Activision Blizzard Inc.
ATVI
| $37.7M | 0.05% |
1,042,705
-7,932
| -0.8% | -$286K |
|
|
CLNY
398
DELISTED
Colony Capital, Inc.
CLNY
| $37.6M | 0.05% |
1,856,434
-119,919
| -6% | -$2.43M |
|
399
Evercore
EVR
$12.1B
| $37.6M | 0.05% |
547,025
+20,446
| +4% | +$1.4M |
|
400
Sempra
SRE
$53.7B
| $37.4M | 0.05% |
371,503
-629
| -0.2% | -$63.3K |
|